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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,878 | $155,555-55.1% | $146,866-52.4% | $155,188-55.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.94% | 115.41%-106.5pp | 102.85%-93.9pp | 148.84%-139.9pp |
| Employer contribution / active EE | $6,956 | $4,647+49.7% | $4,425+57.2% | $4,248+63.8% |
| Participant deferral / active EE | $6,956 | $8,044-13.5% | $7,759-10.4% | $6,531+6.5% |
| Admin fee / account holder | $4,232 | $14,755-71.3% | $13,620-68.9% | $14,480-70.8% |